Estate Planning

How to turn healthcare expenses into tax-free retirement income

Revisiting the flexibility and power of an HSA account

May 14, 2025 • Russ Thornton

When it comes to your money, some things are easy to undo. Others, not so much...

Apr 23, 2025

You've reached the summit. Now what?

Retirement income planning is different than what got you here

Apr 9, 2025

How can you make life easier for those left behind?

Feb 22, 2023

Per stirpes vs per capita retirement beneficiaries

Setting up a retirement account beneficiary is an essential part of financial planning.

Dec 19, 2022 • Russ Thornton

Do I need a trust?

Whether you’re in or nearing retirement, or you just want to make sure your family is well taken care of in the event of an emergency – you might be…

Apr 17, 2019 • Russ Thornton

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts